Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,795 | $73,848-94.9% | $143,799-97.4% | $68,486-94.5% |
| Participation rate | 94.7% | 66.7%+28.1pp | 80.3%+14.4pp | 67.9%+26.8pp |
| Annual return | -28.38% | 0.91%-29.3pp | -0.04%-28.3pp | -7.85%-20.5pp |
| Employer contribution / active EE | $1,086 | $3,184-65.9% | $4,952-78.1% | $2,597-58.2% |
| Participant deferral / active EE | $1,648 | $3,385-51.3% | $5,638-70.8% | $4,028-59.1% |
| Admin fee / account holder | $482 | $5,755-91.6% | $14,677-96.7% | $5,404-91.1% |